> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # Estimates & Invoices: Quick Start > Send quotes and bills to customers without duplicate data entry, since one shared record layout covers both estimates and invoices from any starting point. Once you've added customers, scheduled and set up some jobs, you're now ready to create your first estimate or invoice! Regardless of the record type, you will follow the same process. You can create an estimate or invoice multiple ways. The most common methods include: 1. From a Customer Record. 2. From the *Estimates* or *Invoices* tab in the left-side menu. 3. From a Job Record. *** ## From a Customer Record From the left-side menu, click on the *Customers* tab. Then you can search for and click on the customer you'd like to create the estimate/invoice for. From the *Actions* drop down, select *Create Estimate* or *Create Invoice*. Click on Test Customer… Click on Create Estimate ## From the Estimates or Invoices Tabs On the left-side menu, click on either *Estimates* or *Invoices*. Then select *Create Estimate/Invoice*. Click on Create Estimate ## From a Job Record From the left-side menu, click on the *Jobs* tab. Then you can search for and click on the job you'd like to create the estimate/invoice for. From the *Actions* drop down, select *Create Estimate* or *Create Invoice*. Click on #1092… Click on Create Estimate *** # Video Tutorial